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Cassaday & Co Wealth Management’s Chubb CB Stock Holding History

Cassaday & Co Wealth Management’s Portfolio CB Stock Details CB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$5.11K Sell
15
-162
-92% -$52.8K ﹤0.01% 947
2026
Q1 		$57.8K Buy
+177
New +$56.8K ﹤0.01% 584

Other funds holding CB

Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $299B AUM 27.55% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Cassaday & Co Wealth Management's CB Position: Q2 2026 in Review

Cassaday & Co Wealth Management reduced its Chubb (CB) stake by 92% in Q2 2026, selling an estimated $52.8K and leaving 15 shares worth $5.11K. The position accounts for ﹤0.01% of the portfolio, ranked #947.

Cassaday & Co Wealth Management first reported a position in CB in Q1 2026 and has held it in 2 quarters since. The position peaked at $57.8K in Q1 2026. 2,147 funds tracked by Wall St. Rank hold CB as of Q2 2026.

  • Cassaday & Co Wealth Management held 15 shares of Chubb worth $5.11K as of Q2 2026.
  • Cassaday & Co Wealth Management sold 162 Chubb shares in Q2 2026, an estimated $52.8K.
  • Chubb made up ﹤0.01% of Cassaday & Co Wealth Management's portfolio in Q2 2026, its #947 holding.
  • Cassaday & Co Wealth Management first reported a position in Chubb in Q1 2026 and has held it in 2 quarters since.
  • Cassaday & Co Wealth Management's Chubb position peaked at $57.8K in Q1 2026.
  • 2,147 funds tracked by Wall St. Rank held Chubb as of Q2 2026.

Based on Cassaday & Co Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.